A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5 pm EST, women learn from industry experts how to flex their financial muscles live on Facebook.
Meet our guest: Malik Lee of Felton and Peel
Today’s topic: Everyone has a giving heart!
Rita and Malik discuss:
- Why are legacy and charitable giving are important to you?
- In your experience, what prevents advisors from discussing the importance of giving?
- What is your advice to other advisors?
- What do you want clients to know about the importance and value of charitable giving?
About Malik: “As the founder of Felton & Peel Wealth Management, I’m proud to utilize my nearly two decades’ worth of experience and expertise to help change people’s financial lives for the better. I do what I do because I love people and numbers. It brings me great joy to be able to utilize my natural talent for finances combined with my experience and professional designations to help deliver a uniquely personal and affordable financial planning service that elevates the lives of people from differing backgrounds and walks of life. Nothing makes me happier than listening to people’s stories of what made them the successful person they are today. Throughout my career, I have had the benefit of working with some of the greatest minds in financial planning insurance and investments at some of the largest and most reputable financial institutions in the world. By creating this firm, I have taken those experiences to give our clients what I believe is an extremely well-balanced and thorough financial experience.” Learn more at feltonandpeel.com.
Join us every Friday at 5 pm EST on Facebook Live: facebook.com/hopekatzgibbs
Watch all of our episodes: MargueritaCheng.tv